Our Team

I am a seasoned wealth management expert who has specialized in serving high net worth individuals since 1990. I hold the CERTIFIED FINANCIAL PLANNER® Professional accreditation, and am a member of the HollisWealth advisor network. My firm, Your Private CFO® Family Office, provides comprehensive financial solutions for clients throughout Canada. Our client list includes… Read more »

Joanne Drouin is the administrator of our office where her premiere focus is on client service and has a wealth of experience in providing superior client service in both official languages. Joanne delivers high quality customer service, treating clients with care and consideration, while overseeing all administrative issues. She strives to be the go-to person… Read more »

Head of Investment Fund Research, HollisWealth James Gauthier oversees HollisWealth’s managed product shelf. His universe of coverage includes mutual funds, hedge funds and structured products. He speaks with countless portfolio managers regularly and his objective is to equip the firm’s financial advisors with the highest quality product-related information possible. James has worked in various fund… Read more »

Larry Burns Certified Financial Planner Chartered Life Underwriter HollisWealth Endorsed Insurance Specialist Larry Burns has been helping families and small businesses build and protect their wealth for over 25 years. During this time, he worked in accounting, taxation, investments and insurance but has concentrated exclusively on insurance and estate planning since 2005. He attained his… Read more »

Ralph is our Senior Financial Planner and will be responsible for supporting HollisWealth advisors by developing financial plans for their clients through a constructive and holistic wealth management approach. He was a former Investment Advisor/Financial Planner with BMO Nesbitt Burns, and comes to us from Scotiabank’s International Asset Management Group, where he focused on developing investment products for… Read more »